Articles from Osaic, Inc.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Four Pillars Investment Management (“Four Pillars”) has joined its growing network of independent advisors. The firm, based in Cape Coral, Florida, is led by Investment Advisor John T Evans and brings approximately $143 million in client assets to Osaic. The team also includes Pamela Evans, client service associate, and Jennifer Moss, operations support specialist.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that Brian Collins, a veteran financial advisor based in Hurricane, West Virginia, has launched a new independent firm, Legacy Investment Advisors & Wealth Management (“Legacy Investments”), and has affiliated with Osaic. Collins previously served clients as a representative with Primerica, overseeing approximately $540 million in client assets.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the affiliation of Gallagher Financial Services (“Gallagher Financial”), an independent wealth management firm based in St. Paul, Minn. Led by Mark Gallagher, Certified Financial Planner™ (CFP®) and Chartered Advisor in Philanthropy (CAP®), Gallagher Financial manages approximately $194 million in client assets.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that REVUP Private Wealth (“REVUP”), led by founder and wealth advisor Michael Grand, CFP®, CIMA®, CAIA®, has joined the firm through the office of supervisory jurisdiction (OSJ), New York Financial Partners (“NYFP”).

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced that Hinck Private Wealth Management has joined its growing network of independent advisors. The Englewood, Florida-based team, founded in 1978, brings 47 years of experience to Osaic from Commonwealth.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that Pilot Rock Financial Advisors (“Pilot Rock”) has joined its growing network of independent advisors. Managing $453 million in client assets, the Medford, OR-based team moves to Osaic from Ameriprise Financial.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the affiliation of AFC Planning Group, a two-person advisory team established in 2008 in Melville, N.Y. Managing partners Lou Addesso and Frank Fattizzi oversee approximately $110 million in assets under advisement. Previously affiliated with LPL Financial, the firm joins Affiliated Advisors, an Osaic office of supervisory jurisdiction (OSJ).

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that financial advisor Bart Butler, CFP®, CPA, has joined Osaic to launch his independent firm, Rightside Financial. Butler and his team previously oversaw more than $400 million in client assets at VALIC Financial Advisors. Bart chose to affiliate with Signature Equity Partners, an Osaic-affiliated office of supervisory jurisdiction (OSJ) led by Scott Ward Armstrong.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that advisors Mandy Dollar, CRPC®, co-founder and chief executive officer, and Jennifer Wallis, co-founder and chief growth officer, have joined Osaic to launch ArrowPoint Wealth Advisors (“ArrowPoint”). The new firm oversees $379 million in assets under management (AUM) with offices in Oklahoma City and Edmond, Oklahoma.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, announced today that Virtus Wealth Solutions (“Virtus Wealth”) has joined its Supported Independence (W-2) channel. Managing $460 million in client assets, the Morgantown, West Virginia-based firm transitioned from Commonwealth Financial Network to position itself for long-term growth.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, yesterday kicked off ConnectED 2025, its flagship conference that brings together more than 5,000 participants, in person and virtually. The three-day program, which runs through September 16, features elevated networking, over 200 interactive breakout sessions, and marquee speakers Chip and Joanna Gaines, stars of HGTV’s Fixer Upper and founders of Magnolia.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Simplified Wealth Management has joined its growing network of independent advisors. Bringing $315 million in client assets, the Corona, Calif-based team moves to Osaic from LPL Financial.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the successful affiliation of John Kennedy and his team from TrustFirst. Based in Knoxville, Tennessee, the group brings approximately $177 million in assets under administration (AUA) and includes seasoned professionals Ted Shaver, Leslie Grossman, James “Tony” Powers and Daniel MacDonald.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Strategic Financial Management (“StrategicFM”), has joined Undefined Gridlines, Inc. (“UGLI”), an office of supervisory jurisdiction (OSJ) under Osaic. The Greeley, Colorado-based wealth management firm oversees $133 million in assets under administration (AUA).

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Schaible Russo Financial has joined its Supported Independence (W-2) model, transitioning from its long-standing 1099 affiliation. Led by financial professionals Tom Schaible and Al Russo, the Whitehouse Station, New Jersey-based firm oversees approximately $450 million in client assets.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that Joelle Spear, CFP® has joined its growing network of advisors. Formerly a partner and financial advisor at Canby Financial Advisors, an affiliate of Commonwealth, Spear is launching her independent firm, Spear Wealth Management. Based in Framingham, Massachusetts, the firm oversees approximately $170 million in assets under administration (AUA).

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced that Blaze Credit Union (“Blaze”) has joined its Osaic Institutions channel, further expanding Osaic’s presence in the financial institution market. Blaze was formed in 2024 through the merger of Spire Credit Union, which had an existing relationship with Osaic, and Hiway Credit Union. The combined entity has subsequently chosen to partner with Osaic.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions and a portfolio company of Reverence Capital Partners, today announced the official close of the transaction to acquire of CW Advisors, LLC (“CW Advisors”), the Boston-based registered investment advisor (RIA) managing $14.5 billion in fee-only client assets. The acquisition marks a significant milestone in Osaic’s ongoing strategy to expand its addressable market and serve advisors and clients across all affiliation models and segments of the wealth spectrum.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Providence Wealth Planning (“Providence”) has joined its growing network. The Southern California-based independent advisory firm, with $275 million in client assets under administration, joins Osaic after more than nine years with LPL Financial.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Bowman Financial Solutions has joined its growing advisor network. Led by Chief Executive Officer Brent Bowman, a 20-year industry veteran, the North Carolina-based firm joins Osaic from LPL Financial, bringing $73 million in assets under administration (AUA) to the platform.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Payne Financial Consultants has affiliated with the firm through its relationship Alpha Omega Wealth Partners (“Alpha Omega”). Led by managing representative David Payne, the firm joins from LPL Financial, bringing approximately $102 million in client assets under administration.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced a strategic partnership between Savage and Associates, an Osaic-affiliated office of supervisory jurisdiction (OSJ), and The Union Bank Co. (“Union Bank”), a deal that will expand investment services across northwest and central Ohio. The relationship transitions approximately $127 million in assets under administration (AUA) from LPL to Osaic.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the successful affiliation of PATH Financial Partners (‘PATH’), a new firm led by veteran advisor Jason Oestreicher, CFP®. With $125 million in assets under administration (AUA), the Fort Lauderdale-based firm specializes in serving employees of the Florida Retirement System (‘FRS’), including educators, healthcare workers and municipal employees.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, announced today that it has acquired a majority interest in Innovative Wealth Team (“Innovative Wealth”). The partnership marks a significant step in Osaic’s continued efforts to provide capital and infrastructure for advisors seeking succession and continuity solutions.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced the addition of Daniel Leugers to its network of financial advisors. A wealth management veteran of more than 25 years, Leugers has launched BlueHaven Wealth Management, Inc. (“BlueHaven”), a Hudson, Ohio-based firm, overseeing more than $400 million in assets under advisement (AUA).

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the addition of Brent Bridenback, president and founder of Bridenback Wealth Management, to its growing network of financial advisors. Based in Cle Elum, Washington, Bridenback joins Osaic from Commonwealth Financial Network (“Commonwealth”), bringing approximately $90 million in advisory assets managed across 26 high-net-worth households. He selected Osaic to scale his fee-based business with greater flexibility and support.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the availability of direct billing using select fee-based variable annuities within the Osaic platform. This new capability significantly simplifies annuity management, streamlining operations and enhancing flexibility for financial advisors and their clients.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the affiliation of Porpora Wealth Management (“Porpora”), a New York-based financial planning practice managing nearly $100 million in client assets.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions and a portfolio company of Reverence Capital Partners, today announced the acquisition of CW Advisors, LLC (“CW Advisors”), a Boston-based registered investment advisor (RIA) managing $13.5 billion in fee-only client assets. CW Advisors serves high net worth and ultra-high net worth clients through its core wealth management and family office platform, with 140 professionals across 17 offices.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the launch of Osaic CapitalHub (“CapitalHub”) in partnership with Community Capital Technology Inc ("CCT"). The collaboration introduces a digital loan marketplace to Osaic’s network of wealth management firms and financial professionals.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, raised the curtain today on NXT 2025 (pronounced ‘next’), its annual event that brings together more than a thousand financial professionals, strategic partners, innovative technology partners and Osaic leaders to foster a vibrant, multigenerational community committed to innovation and transformation in wealth management. Guided by the theme “Empowering What’s NEXT in Wealth Management,” NXT 2025 sets the stage for bold ideas and breakthrough tools that enable advisors to build businesses as unique as the clients they serve.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced further expansion of its Osaic Institutions channel through the addition of five new credit union-affiliated wealth management programs. Previously aligned with CUSO Financial Services, part of Atria Wealth Solutions, these institutions bring nearly $500 million in combined client assets. Each credit union will remain member-operated under their existing brand.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, announced today that its affiliate, StoneBridge Advisors, Inc., has recruited Ryan Grossman, ChFC®, as a financial planner. Grossman joins from VALIC Financial Advisors, Inc., and will serve clients alongside his longtime practice manager, Susan Gallant, and client service coordinator, Michelle Kellner.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced NoxNumis, a Wichita, Kansas-based wealth management firm serving over $450 million in client assets, as the latest to join its community of advisors.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the appointment of Saumya Bhavsar as chief legal officer and general counsel. Bhavsar previously served as vice president and head of legal at Meta FinTech, the business division of Meta leading the company’s financial services initiatives. In this capacity, she oversaw a global team of product and regulatory lawyers advising on Meta's payment products and activities.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced that Ever Wealth, an Auburn, Indiana-based advisory firm with more than $170 million in client assets, has joined its expanding network of financial professionals. Ever Wealth’s decision to affiliate with Osaic was based on a shared commitment to accelerating growth and productivity while maintaining a focus on creating financial plans tailored to clients’ unique needs. Ever Wealth was founded by partners Nick Scheumann, Mark VandeVelde, and Andy Smith. Collectively, the three advisors have over 60 years of industry experience.